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Managed by Octo Asset Management, a portfolio management company approved by the
AMF and made available by Amplegest through a distribution deal.

Octo Crédit ISR Court Terme
Octo Crédit Value
Octo rendement 2025
See our funds
Responsible Investment
A social and collective commitment to good ESG practices

Our engagements
Philanthropy
Our roadmap, The “3 times 1%”

Our engagements

HELPING YOU DIFFERENTLY

About Amplegest

About Amplegest


PRIVATE WEALTH MANAGEMENT

Helping our clients differently




TEAM

Experts dedicated to helping you




PHILANTHROPY

Give meaning to your assets




RESPONSIBLE INVESTMENT

Committing to a more responsible finance




OUR LATEST NEWS
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All news

Funds and Solutions

09 February 2023


2023 : LE RETOUR DU (VRAI) PRICING POWER ?



Inside the company

03 February 2023


📃 COMMUNIQUÉ DE PRESSE



Economic outlook

02 February 2023


UN SENTIMENT PLUS POSITIF



Responsible investment

07 December 2022


AVEZ-VOUS PRIS LA TEMPÉRATURE DE VOTRE PORTEFEUILLE ?



Gestion de patrimoine

15 November 2021


COURTAGE DE CRÉDIT COMPLEXE : DES SOLUTIONS DE FINANCEMENT HORS CADRE



All news

OUR MISSION
IS TO HELP OUR CUSTOMERS DIFFERENTLY

Amplegest is an entrepreneurial asset management company whose original business
line was to serve a high-end clientele.

Private wealth management aum

€2.054 billion

A DIFFERENT APPROACH TO PRIVATE WEALTH MANAGEMENT


 * As an asset management firm on a human scale, we have grown with a “boutique”
   spirit and long-term vision based on strong convictions.
 * At Amplegest, private wealth management is above all a human endeavour guided
   by shared values: courage, consistency and satisfaction of both employees and
   clients.


For further information on our values
Our values

 * Our entrepreneurial culture allows us to surmount the barriers intrinsic to
   large firms, giving us a management style which is flexible, quick to react
   and highly personalised.
 * To help you set your objectives, and to organise and grow your assets for the
   long-term, you will have a dedicated expert team comprising an account
   manager, portfolio manager and wealth planner. At Amplegest, private wealth
   management is above all a human endeavour guided by shared values: courage,
   consistency and satisfaction of both employees and clients.

BUILDING YOUR FUTURE PROJECTS TOGETHER

1

YOUR ASSET REVIEW

Our experts perform a customised financial, legal and tax audit which includes
all components of your assets.

2

PUTTING IT INTO ACTION

We design a customised strategy (e.g. transmission, protection, taxes,
philanthropy) based on your objectives and focused on three main themes: family,
private assets and professional assets. This strategy defines the future
organization of your personal wealth and plans its implementation.

3

HELPING YOU OVER THE LONG TERM

Your asset strategy much be adjusted to meet changing investment goals. We are
committed to updating your portfolio at each milestone of your life.

BUILDING YOUR FUTURE PROJECTS TOGETHER

1

YOUR ASSET REVIEW

Our experts perform a customised financial, legal and tax audit which includes
all components of your assets.

2

PUTTING IT INTO ACTION

We design a customised strategy (e.g. transmission, protection, taxes,
philanthropy) based on your objectives and focused on three main themes: family,
private assets and professional assets. This strategy defines the future
organization of your personal wealth and plans its implementation.

3

HELPING YOU OVER THE LONG TERM

Your asset strategy much be adjusted to meet changing investment goals. We are
committed to updating your portfolio at each milestone of your life.

Further information

DEDICATED SOLUTIONS

Amplegest helps you structure your financial investments by placing at your
disposal a wide range of high-quality investment solutions adapted to your
needs. We offer personalised wealth management which takes into consideration
your performance objectives, investment horizon and risk tolerance.

Discretionary investment management

The customised fund

Private Wealth Management

A RANGE OF CUSTOMISED DISCRETIONARY MANDATES

 * Diversified international
 * Discretionary mandates
 * Entrepreneur mandates
 * 100% SRI mandates “Yield” mandates
 * PEA mandates
 * Structured product mandates

Discretionary investment management

A RANGE OF CUSTOMISED DISCRETIONARY MANDATES

 * Diversified international
 * Discretionary mandates
 * Entrepreneur mandates
 * 100% SRI mandates “Yield” mandates
 * PEA mandates
 * Structured product mandates

The customised fund

A RANGE OF CUSTOMISED FUNDS

 * Specifications defined together with you
 * Available through either a mutual fund or a French SICAV
 * Our teams handle 100% of the work

Private Wealth Management

DISCRETIONARY MANAGEMENT WITH OPEN ARCHITECTURE

 * Management using multi-class international assets
 * Invested in open architecture
 * Taking a responsible approach

OUR PRIVATE WEALTH MANAGERS

Our team is dedicated to helping you

Our team

OUR COMMITMENTS

COMMITTING TO A MORE RESPONSIBLE FINANCE

As an asset manager, Amplegest has chosen to invest responsibly by including
non-financial risks through ESG criteria.

Further information


OUR PHILANTHROPIC COMMITMENT

For more than ten years, Amplegest has endeavoured to make finance more human –
to bring meaning to its work, feel useful and above all to share.

Further information


COMMITTING TO A MORE RESPONSIBLE FINANCE



COMMITTING TO A MORE RESPONSIBLE FINANCE

As an asset manager, Amplegest has chosen to invest responsibly by including
non-financial risks through ESG criteria.

Further information


OUR PHILANTHROPIC COMMITMENT



OUR PHILANTHROPIC COMMITMENT

As an asset manager, Amplegest has chosen to invest responsibly by including
non-financial risks through ESG criteria.

Further information




CONTACT OUR SALES TEAM

Our sales team can provide you with any information you might need. To receive
specific documents, subscribe to our newsletters or simply be contacted by our
team, please fill out the form below or contact us directly.


SALES TEAM

Isabelle
Dessal
Head of Private Client Development, Partner
Head of Private Client Development, Partner
i.dessal@amplegest.com
Christine
Bourcier
Private Client Development, Partner
Private Client Development, Partner
c.bourcier@amplegest.com
Benjamin
Spivac
Estate Planning, Partner
Estate Planning, Partner
https://www.linkedin.com/in/benjaminspivac/
Pauline
Prot
Private Client Development
Private Client Development
p.prot@amplegest.com
+33 1 73 73 98 63
Léopoldine
Colonna d'Istria
Private Client Development
Private Client Development
l.colonnadistria@amplegest.com


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DISCLAIMER

Welcome to the Amplegest website. Please read the terms and conditions below,
and accept them at the bottom of the page in order to access content.

 

The funds and services presented on the site are authorised to be distributed in
France and are available to persons residing in France. Persons with restricted
access to the products and services presented, such as U.S. persons, are not
authorised to access the site.

 

The site is intended for informational purposes only and is not intended to
solicit, advise or provide the purchase or sale of financial instruments or
investment services. The simplified financial information presented in the
following pages are by definition partial, and cannot replace those found in the
prospectus and contractual mandate documents.

 

 

All financial investments are risky. Fluctuating financial markets can result in
lower NAVs for funds and managed portfolios. Before investing in a UCITS or
mandating your portfolio, read the regulatory and contractual documents
available upon request. We cannot take into account the specific investment
goals of all our retail clients, nor of their financial situation or personal
needs. Therefore we recommend that individual investors who wish to invest in
one of the products mentioned on the site consult with their financial advisor
on the possible consequences of making such investments, including tax
consequences.

 

All data published on the site have been established in good faith on the basis
of accounting and market information. Amplegest makes calculations on the basis
of market data provided by well-known financial data providers. Figures provided
are for past years. Past performances are not reliable indicators of future
results.

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AMPLEGEST’s asset management and activities. An unsubscribe link is included in
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personal data policy in its entirety on our dedicated page.

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data for any legitimate reason. To exercise any of these rights, please e-mail
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personal data policy in its entirety on our dedicated page.

You have the right to access, correct, delete, transfer and refuse your personal
data for any legitimate reason. To exercise any of these rights, please e-mail
us at service.juridique@amplegest.com, or write us at: AMPLEGEST, Service
Juridique & Conformité, 50 boulevard Haussmann, 75009 PARIS.

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Contact us

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50 Boulevard Haussmann 75009 Paris
T. +33 1 40 67 08 40
BELGIQUE
—
380 Avenue Louise 1050 Bruxelles
T. +32 4 77 77 68 77
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